How can you build custom templates in Customer.io?

A conversion is recorded and attributed to a user's campaign when a person completes the conversion criteria within the given time, this way the user can track conversions using Customer.io.

If the person doesn't complete the conversion criteria or performs it outside the time frame that is set, then it is not recorded.

Customer.io helps in email marketing using features like drag and drop functionality and template creation with ease.

It is a centralized area where all the campaigns can be seen and configured by anyone on the team and automation tools that make the process simple and efficient.

Using Customer.io form integration feature, one can collect forms without the help of a java snippet or any code. The feature automatically adds and updates people to a workspace when they submit a form. The form integration feature can also be beneficial as:

• Trigger campaigns can be automated based on submission of forms
• Data can be integrated to other platforms
• Targeted and Personalized messages can be sent to customers
• Automated messaging allows user data to be kept up to date
• Lead generation and nurturing becomes efficient.

To archive or unarchive a segment in Customer.io, follow the steps given below:

• Open your Customer.io account
• Navigate to the Segments page
• Select the segment that you wish to archive or unarchive
• Now, click on the ‘Options’ button and choose the option to archive or unarchive the segment
• Multiple unused segments can be archived or unarchived in the segments page by checking the box next to them selecting the archive or unarchive option

Note: A segment that is currently in use cannot be archived, you can see if a segment is in use in your workspace by checking the usage tab.

To export a segment in Customer.io follow the steps given below:

• Open your Customer.io account
• Navigate to the Segments page
• Select the segment that you wish to export a list from
• Click on Export and download the CSV file on the Exports page.